SCHWAB STRATEGIC TRUST - SCHP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | History | No change | 56,682,533 | 1,502,087 | 3.58% | 3.58% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 35,292,799 | 935,259 | 1.8% | 1.8% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 27,874,223 | 741,454 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 16,188,586 | 428,998 | 4.74% | 4.74% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 13,667,827 | 362,205 | 0.32% | 0.32% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 11,540,399 | 305,820 | 1.15% | 1.15% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 10,579,829 | 280,365 | 0.34% | 0.34% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 9,439,565 | 250,148 | 6.4% | 6.4% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 9,287,638 | 247,144 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 8,798,660 | 233,164 | 0.2% | 0.2% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEPC LLC | History | No change | 8,321,737 | 220,526 | 4.12% | 4.12% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 8,151,700 | 216,020 | 3.91% | 3.91% | 12 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quadratic Capital Management LLC | History | No change | 8,053,035 | 213,405 | 85.31% | 85.31% | 13 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 6,468,720 | 171,421 | 3.93% | 3.93% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,295,573 | 166,832 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cerity Partners OCIO LLC | History | No change | 5,620,759 | 148,950 | 7.54% | 7.54% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 5,313,609 | 140,810 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 5,068,741 | 134,321 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elm Partners Management LLC | History | No change | 4,788,290 | 126,889 | 4.55% | 4.55% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 3,711,923 | 98,365 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,653,308 | 96,812 | 0.45% | 0.45% | 21 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,601,077 | 95,428 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,527,518 | 93,479 | 5.69% | 5.69% | 23 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,427,650 | 90,699 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | No change | 2,961,382 | 78,477 | 2.52% | 2.52% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 2,958,188 | 78,391 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Lutz Financial Services LLC | History | No change | 2,445,014 | 64,792 | 3.95% | 3.95% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,429,311 | 64,376 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 2,323,341 | 61,568 | 0.6% | 0.6% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 2,090,010 | 55,385 | 1.05% | 1.05% | 30 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ASSETMARK, INC | History | No change | 2,072,918 | 54,932 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 2,072,506 | 54,921 | 15.64% | 15.64% | 32 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,978,213 | 52,422 | 0.63% | 0.63% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,964,331 | 52,055 | 0.34% | 0.34% | 34 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,919,352 | 49,972 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,851,168 | 49,055 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Enterprises, LLC | History | No change | 1,795,139 | 47,571 | 2.3% | 2.3% | 37 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | No change | 1,713,651 | 45,411 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 1,664,512 | 44,109 | 3.74% | 3.74% | 39 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | No change | 1,663,100 | 44,072 | 0.72% | 0.72% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 1,658,178 | 43,941 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 1,623,663 | 43,027 | 4.98% | 4.98% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pure Financial Advisors, LLC | History | No change | 1,591,154 | 42,165 | 0.54% | 0.54% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Alpha, LLC | History | No change | 1,580,881 | 41,893 | 1.03% | 1.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Architects, LLC | History | No change | 1,567,285 | 41,533 | 19.92% | 19.92% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,528,182 | 40,496 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 1,500,238 | 39,756 | 2.25% | 2.25% | 47 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Garde Capital, Inc. | History | No change | 1,471,972 | 39,007 | 1.75% | 1.75% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,452,500 | 38,491 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Matrix Trust Co | History | No change | 1,303,643 | 34,547 | 5.01% | 5.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Creative Planning | History | No change | 1,300,206 | 34,455 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,270,321 | 33,663 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALTFEST L J & CO INC | History | No change | 1,108,301 | 29,369 | 2.85% | 2.85% | 53 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FOSTER & MOTLEY INC | History | No change | 1,101,719 | 29,196 | 1.34% | 1.34% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 1,092,235 | 28,899 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prentice Wealth Management LLC | History | No change | 1,071,634 | 28,398 | 5.86% | 5.86% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Joseph Group Capital Management | History | No change | 1,045,552 | 27,707 | 5.82% | 5.82% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avior Wealth Management, LLC | History | No change | 1,013,405 | 26,855 | 0.71% | 0.71% | 58 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cetera Investment Advisers | History | No change | 1,000,075 | 26,502 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Seneca Financial Advisors LLC | History | No change | 998,768 | 26,467 | 6.87% | 6.87% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tortoise Investment Management, LLC | History | No change | 978,659 | 25,934 | 1.93% | 1.93% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 899,338 | 23,832 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 828,847 | 21,964 | 0.15% | 0.15% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 795,641 | 21,084 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fund Evaluation Group, LLC | History | No change | 748,000 | 19,822 | 0.54% | 0.54% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 743,051 | 19,690 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Navalign, LLC | History | No change | 726,108 | 19,241 | 4.48% | 4.48% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 705,091 | 18,684 | 15.27% | 15.27% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modera Wealth Management, LLC | History | No change | 695,863 | 18,440 | 0.2% | 0.2% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tidal Investments LLC | History | No change | 663,627 | 17,451 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 656,690 | 17,402 | 0.96% | 0.96% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 646,079 | 17,121 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Capital Group, LLC | History | No change | 633,025 | 16,775 | 1.37% | 1.37% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Carnegie Investment Counsel | History | No change | 623,683 | 16,527 | 0.33% | 0.33% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Asset Management Group, Inc. | History | No change | 618,196 | 16,382 | 2.4% | 2.4% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 599,589 | 15,889 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 594,606 | 15,757 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 592,741 | 15,707 | 0.61% | 0.61% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prairiewood Capital, LLC | History | No change | 583,810 | 15,470 | 4.01% | 4.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 580,465 | 15,382 | 3.57% | 3.57% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greenline Partners, LLC | History | No change | 548,168 | 14,526 | 1.48% | 1.48% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 530,600 | 14,060 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 528,943 | 14,018 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 526,590 | 13,954 | 5.89% | 5.89% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FDx Advisors, Inc. | History | No change | 524,025 | 13,887 | 4.19% | 4.19% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marotta Asset Management | History | Reduced | 519,739 | 13,061 | 2.22% | 2.33% | 87 | -14,632 | -2.74% | Q3 2026 | Oct 02, 2026 |
| Wealthspire Advisors, LLC | History | No change | 492,881 | 13,061 | 0.07% | 0.07% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Roble, Belko & Company, Inc | History | No change | 488,303 | 12,940 | 1.4% | 1.4% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 487,500 | 12,918 | 2.18% | 2.18% | 89 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Analysts, LLC | History | No change | 486,183 | 12,884 | 0.3% | 0.3% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ZynergyRetirementPlanningLLC | History | No change | 473,970 | 12,560 | 6.81% | 6.81% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 472,871 | 12,531 | 4.91% | 4.91% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Robinswood Financial LLC | History | No change | 468,805 | 12,423 | 3.56% | 3.56% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fortis Advisors, LLC | History | No change | 468,102 | 12,404 | 5.81% | 5.81% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 437,861 | 11,647 | 0.15% | 0.15% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 437,820 | 11,602 | 0.13% | 0.13% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Altiora Financial Group, LLC | History | No change | 435,988 | 11,553 | 1.82% | 1.82% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 433,064 | 11,476 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 432,020 | 11,448 | 1.09% | 1.09% | 99 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 429,976 | 11,394 | 8.38% | 8.38% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Silver Coast Investments LLC | History | No change | 428,837 | 11,364 | 3.38% | 3.38% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 424,543 | 11,250 | 0.12% | 0.12% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 423,069 | 11,211 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westover Capital Advisors, LLC | History | No change | 418,819 | 11,098 | 1.84% | 1.84% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trajan Wealth LLC | History | No change | 417,385 | 11,060 | 0.42% | 0.42% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rock Creek Group LLC | History | No change | 406,932 | 10,783 | 1.09% | 1.09% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 406,222 | 10,764 | 0.54% | 0.54% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brightwater Advisory LLC | History | No change | 401,658 | 10,643 | 6.73% | 6.73% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneAscent Financial Services LLC | History | No change | 399,721 | 10,592 | 0.51% | 0.51% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PROFFITT & GOODSON INC | History | No change | 398,250 | 10,553 | 1.45% | 1.45% | 110 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 393,772 | 10,434 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frontier Asset Management, LLC | History | No change | 391,369 | 10,371 | 1.86% | 1.86% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VCI Wealth Management LLC | History | No change | 388,909 | 10,306 | 2.58% | 2.58% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Two West Capital Advisors LLC | History | No change | 383,217 | 10,044 | 4.99% | 4.99% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 376,801 | 9,985 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 374,596 | 9,927 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Financial Network, Inc. | History | No change | 368,427 | 9,763 | 0.3% | 0.3% | 117 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Peak Financial Management, Inc. | History | No change | 367,655 | 9,742 | 2.24% | 2.24% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 354,765 | 9,401 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Global Investments | History | No change | 349,362 | 9,258 | 0.51% | 0.51% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 344,759 | 9,136 | 2.24% | 2.24% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BFSG, LLC | History | No change | 343,128 | 9,092 | 0.81% | 0.81% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MPS Loria Financial Planners, LLC | History | No change | 341,000 | 9,036 | 2.08% | 2.08% | 123 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FC Advisory LLC | History | No change | 339,902 | 9,007 | 2.39% | 2.39% | 124 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 339,269 | 8,990 | 1.09% | 1.09% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Financial, LLC | History | No change | 334,843 | 8,873 | 0.1% | 0.1% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bulwark Capital Corp | History | No change | 334,258 | 8,857 | 4.98% | 4.98% | 127 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 333,367 | 8,834 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Envision Financial Planning, LLC | History | No change | 332,888 | 8,821 | 2.87% | 2.87% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | No change | 8,707,371 | 8,707 | 10.48% | 10.48% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 323,361 | 8,569 | 0.12% | 0.12% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 318,381 | 8,437 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Signet Investment Advisory Group, Inc. | History | No change | 312,810 | 8,289 | 3.65% | 3.65% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GenTrust, LLC | History | No change | 310,845 | 8,237 | 0.32% | 0.32% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 309,007 | 8,188 | 3.11% | 3.11% | 135 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 302,005 | 8,003 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 301,276 | 7,983 | 1.47% | 1.47% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 296,810 | 7,865 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MBE Wealth Management, LLC | History | No change | 293,532 | 7,778 | 2.73% | 2.73% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 289,935 | 7,715 | 4.88% | 4.88% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 279,578 | 7,408 | 4.07% | 4.07% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMERCE BANK | History | No change | 273,564 | 7,249 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Charles Schwab Trust Co | History | No change | 272,663 | 7,225 | 0.4% | 0.4% | 143 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Vise Technologies, Inc. | History | No change | 271,634 | 7,198 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 269,956 | 7,153 | 0.44% | 0.44% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dorato Capital Management | History | No change | 270,159 | 7,086 | 4.81% | 4.81% | 146 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 267,114 | 7,078 | 0.6% | 0.6% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Advisory, LLC | History | No change | 266,088 | 7,051 | 0.84% | 0.84% | 148 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SG Americas Securities, LLC | History | No change | 260,482 | 6,903 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vilga Financial Planning LLC | History | No change | 258,660 | 6,854 | 5.19% | 5.19% | 150 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Greenspring Advisors, LLC | History | No change | 258,064 | 6,838 | 0.38% | 0.38% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 256,955 | 6,809 | 2.81% | 2.81% | 152 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kiker Wealth Management, LLC | History | No change | 251,901 | 6,675 | 2.6% | 2.6% | 153 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Procyon Advisors, LLC | History | No change | 250,174 | 6,629 | 0.29% | 0.29% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 246,337 | 6,527 | 0.08% | 0.08% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Management Systems Inc. | History | No change | 243,577 | 6,454 | 1.32% | 1.32% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 243,202 | 6,444 | 1.76% | 1.76% | 157 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | No change | 242,636 | 6,429 | 1.58% | 1.58% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Valmark Advisers, Inc. | History | No change | 236,754 | 6,273 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THEORY FINANCIAL LLC | History | No change | 235,393 | 6,237 | 1.97% | 1.97% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Williams Financial, LLC | History | No change | 232,547 | 6,162 | 3.18% | 3.18% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 231,348 | 6,134 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 229,507 | 6,081 | 1.59% | 1.59% | 163 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 228,489 | 6,054 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMG National Trust Bank | History | No change | 226,715 | 6,007 | 0.12% | 0.12% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 217,362 | 5,760 | 0.88% | 0.88% | 166 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| REBALANCE, LLC | History | No change | 217,193 | 5,755 | 0.3% | 0.3% | 167 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 215,543 | 5,711 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 214,965 | 5,696 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 214,705 | 5,689 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 207,460 | 5,497 | 0.86% | 0.86% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Curbstone Financial Management Corp | History | No change | 206,870 | 5,482 | 0.93% | 0.93% | 172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| M Wealth Management, LLC | History | No change | 203,863 | 5,402 | 4.24% | 4.24% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 196,586 | 5,209 | 1.79% | 1.79% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aviance Capital Partners, LLC | History | No change | 194,939 | 5,165 | 0.54% | 0.54% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 188,009 | 4,982 | 1.91% | 1.91% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Waverly Advisors, LLC | History | No change | 187,465 | 4,967 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sagace Wealth Management LLC | History | No change | 182,285 | 4,830 | 3.03% | 3.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 181,230 | 4,802 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Columbus Macro, LLC | History | No change | 181,199 | 4,801 | 0.47% | 0.47% | 180 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kings Path Partners LLC | History | No change | 179,141 | 4,747 | 1.26% | 1.26% | 181 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| First Heartland Consultants, Inc. | History | No change | 178,440 | 4,728 | 0.31% | 0.31% | 182 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Decker Retirement Planning Inc. | History | No change | 172,963 | 4,583 | 1.56% | 1.56% | 183 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 171,441 | 4,543 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambria Investment Management, L.P. | History | No change | 172,592 | 4,538 | 0.22% | 0.22% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 170,937 | 4,529 | 0.15% | 0.15% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 170,794 | 4,526 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHS Financial, LLC | History | No change | 170,680 | 4,523 | 1.82% | 1.82% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 170,701 | 4,523 | 2.51% | 2.51% | 189 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 170,297 | 4,512 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verde Capital Management | History | No change | 169,442 | 4,490 | 0.83% | 0.83% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 168,353 | 4,461 | 0.25% | 0.25% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Wealth Group, LLC | History | No change | 168,327 | 4,460 | 0.91% | 0.91% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Management, Inc. | History | No change | 167,507 | 4,438 | 3.64% | 3.64% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 163,724 | 4,338 | 1.48% | 1.48% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthCollab, LLC | History | No change | 163,102 | 4,322 | 1.57% | 1.57% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 159,941 | 4,238 | 2.7% | 2.7% | 197 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Seed Wealth Management, Inc. | History | No change | 159,565 | 4,228 | 2.68% | 2.68% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 158,130 | 4,190 | 0.25% | 0.25% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cloud Capital Management, LLC | History | No change | 157,416 | 4,171 | 1.52% | 1.52% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 155,689 | 4,125 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IRON Financial LLC | History | No change | 155,075 | 4,109 | 1.7% | 1.7% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 153,741 | 4,074 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 152,530 | 4,042 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 152,263 | 4,034 | 0.32% | 0.32% | 205 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 150,935 | 3,999 | 1.59% | 1.59% | 206 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 147,238 | 3,901 | 1.59% | 1.59% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | No change | 146,893 | 3,892 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 143,731 | 3,808 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Csenge Advisory Group | History | No change | 142,198 | 3,768 | 0.15% | 0.15% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 141,964 | 3,763 | 0.3% | 0.3% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 140,168 | 3,714 | 0.27% | 0.27% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Noble Wealth Partners LLC | History | No change | 139,899 | 3,707 | 3.22% | 3.22% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 139,605 | 3,699 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Retirement, LLC | History | No change | 138,091 | 3,659 | 0.2% | 0.2% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Performance Wealth Partners, LLC | History | No change | 131,947 | 3,496 | 0.09% | 0.09% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Goldstone Financial Group, LLC | History | No change | 130,782 | 3,465 | 0.32% | 0.32% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 129,504 | 3,431 | 0.3% | 0.3% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ATLas Financial Planning LLC | History | No change | 129,270 | 3,425 | 2.78% | 2.78% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advyzon Investment Management, LLC | History | No change | 129,025 | 3,419 | 0.25% | 0.25% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 128,855 | 3,414 | 0.07% | 0.07% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atomic Invest LLC | History | No change | 126,972 | 3,378 | 0.3% | 0.3% | 222 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| NewEdge Advisors, LLC | History | No change | 125,424 | 3,323 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCGM Wealth Management, LLC | History | No change | 124,444 | 3,297 | 0.7% | 0.7% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Curran Financial Partners, LLC | History | No change | 123,738 | 3,279 | 0.49% | 0.49% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 129,481 | 3,253 | 0.87% | 0.91% | 226 | -1,908 | -1.45% | Q3 2026 | Oct 02, 2026 |
| K2 Financial Inc. | History | No change | 123,621 | 3,251 | 2.29% | 2.29% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 120,991 | 3,206 | 1.07% | 1.07% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 120,980 | 3,205 | 0.33% | 0.33% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Patten Group, Inc. | History | No change | 120,699 | 3,198 | 0.5% | 0.5% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 120,481 | 3,192 | 0.22% | 0.22% | 231 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 119,123 | 3,156 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIP Wealth, LLC | History | No change | 118,940 | 3,151 | 0.09% | 0.09% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 117,238 | 3,106 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 115,539 | 3,061 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 114,910 | 3,045 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lord & Richards Wealth Management, LLC | History | No change | 114,213 | 3,026 | 2.37% | 2.37% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 110,950 | 2,940 | 1.15% | 1.15% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 110,536 | 2,929 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management LLC | History | No change | 110,434 | 2,926 | 0.1% | 0.1% | 240 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 108,855 | 2,884 | 0.18% | 0.18% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eagle Bay Advisors LLC | History | No change | 105,546 | 2,796 | 2.09% | 2.09% | 242 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 104,482 | 2,776 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 101,696 | 2,694 | 0.2% | 0.2% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 101,548 | 2,691 | 0.13% | 0.13% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 100,817 | 2,671 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | No change | 99,399 | 2,634 | 0.3% | 0.3% | 247 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 99,176 | 2,628 | 0.33% | 0.33% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 99,098 | 2,626 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Freedom Financial Partners LLC | History | No change | 98,101 | 2,599 | 0.85% | 0.85% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Revisor Wealth Management LLC | History | No change | 97,478 | 2,583 | 0.62% | 0.62% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VestGen Advisors, LLC | History | No change | 96,302 | 2,552 | 0.07% | 0.07% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 95,921 | 2,541 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 95,605 | 2,533 | 0.1% | 0.1% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JMG Financial Group, Ltd. | History | No change | 93,648 | 2,481 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WASHINGTON TRUST Co | History | No change | 93,283 | 2,472 | 0.08% | 0.08% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHERN TRUST CORP | History | No change | 92,688 | 2,456 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 92,062 | 2,439 | 1.51% | 1.51% | 258 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 91,679 | 2,429 | 0.25% | 0.25% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 90,808 | 2,406 | 0.15% | 0.15% | 260 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 90,456 | 2,397 | 1.51% | 1.51% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aletheian Wealth Advisors LLC | History | No change | 90,263 | 2,391 | 1.02% | 1.02% | 262 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Simplicity Wealth,LLC | History | No change | 88,991 | 2,358 | 0.08% | 0.08% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 85,190 | 2,257 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 85,146 | 2,256 | 0.14% | 0.14% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFC CAPITAL GROUP, INC. | History | No change | 84,954 | 2,251 | 0.87% | 0.87% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 84,803 | 2,247 | 0.32% | 0.32% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 84,548 | 2,240 | 0.25% | 0.25% | 268 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFC & Insurance Marketing, Inc. | History | No change | 84,565 | 2,240 | 1.97% | 1.97% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 82,426 | 2,184 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 81,181 | 2,169 | 0.77% | 0.77% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 87,361 | 2,154 | 1.61% | 1.61% | 272 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Veracity Capital LLC | History | No change | 81,100 | 2,149 | 0.58% | 0.58% | 273 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Arcataur Capital Management LLC | History | No change | 80,942 | 2,144 | 0.53% | 0.53% | 274 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | No change | 80,845 | 2,142 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 80,153 | 2,124 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tailwinds Wealth, LLC | History | No change | 78,969 | 2,092 | 1.24% | 1.24% | 277 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| United Advisor Group, LLC | History | No change | 78,609 | 2,083 | 0.22% | 0.22% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Econ Financial Services Corp | History | No change | 77,125 | 2,043 | 0.95% | 0.95% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Valpey Financial Services, LLC | History | No change | 76,217 | 2,019 | 1.2% | 1.2% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McLean Asset Management Corp | History | No change | 77,362 | 2,018 | 0.27% | 0.27% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 75,838 | 2,009 | 0.16% | 0.16% | 282 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 74,508 | 1,974 | 0.06% | 0.06% | 283 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 73,860 | 1,957 | 0.34% | 0.34% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 73,790 | 1,955 | 1.13% | 1.13% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Freedom, LLC | History | No change | 73,385 | 1,944 | 0.89% | 0.89% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 73,046 | 1,935 | 0.21% | 0.21% | 287 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | No change | 72,847 | 1,930 | 0.99% | 0.99% | 288 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 72,790 | 1,928 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 72,007 | 1,908 | 0.72% | 0.72% | 290 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 71,931 | 1,906 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Veratis Advisors, Inc. | History | No change | 70,531 | 1,869 | 1.32% | 1.32% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Passive Capital Management, LLC. | History | No change | 68,868 | 1,824 | 0.57% | 0.57% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ethos Financial Group, LLC | History | No change | 68,895 | 1,814 | 0.12% | 0.12% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 67,772 | 1,795 | 1.0% | 1.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Breakwater Investment Management | History | No change | 66,492 | 1,762 | 0.6% | 0.6% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bauman Advisory Group, LLC | History | No change | 65,870 | 1,745 | 0.92% | 0.92% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 64,977 | 1,721 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 64,825 | 1,717 | 0.85% | 0.85% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 63,987 | 1,695 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |